Financial Adviser
· TOOWOOMBA, QLD
Philip Anthony Saal
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267882
Philip Anthony Saal is a financial adviser based in Toowoomba, Queensland, with 27 years of experience in the financial services industry. Philip is currently authorised under Morgans Financial Limited. Philip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Southern Queensland. Philip is a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA), Registered Tax Agent and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce
University of Southern Queensland
1999
Certified Practising Accountant
CPA
2003
Financial Planning Specialist
CPA
2010
Tax Agent
Tax Practioners Board